CVBF icon

CVB Financial
CVBF

Overview Fund Activity

148 hedge funds and large institutions have $1.29B invested in CVB Financial in 2016 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 53 increasing their positions, 52 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+3
Holders Change %
+2.07%
% of All Funds
3.96%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
12
Increased
53
Reduced
52
Closed
9
Calls
–
Puts
$255K
Net Calls
-$255K
Net Calls Change
-$17K

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
$136M
2
BFA
BlackRock Fund Advisors
California
$123M
3
Vanguard Group
Vanguard Group
Pennsylvania
$148M
4
SAM
Silvercrest Asset Management
New York
$63.4M
5
William Blair Investment Management
William Blair Investment Management
Illinois
$12.9M

Top Sellers

1
WCM Investment Management
WCM Investment Management
California
$7.74M
2
American Century Companies
American Century Companies
Missouri
$0
3
Deutsche Bank
Deutsche Bank
Germany
$5.02M
4
CIP
Champlain Investment Partners
Vermont
$44.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$148M +$5.77M +327,536 +4%
Neuberger Berman Group
2
Neuberger Berman Group
New York
$136M +$14.8M +839,828 +12%
BFA
3
BlackRock Fund Advisors
California
$123M +$10.2M +580,426 +9%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$121M -$1.96M -111,500 -2%
Goldman Sachs
5
Goldman Sachs
New York
$66.5M +$2.38M +135,079 +4%
SAM
6
Silvercrest Asset Management
New York
$63.4M +$3.61M +205,391 +6%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$62.2M -$1.64M -92,954 -3%
BIT
8
BlackRock Institutional Trust
California
$45.5M +$801K +45,475 +2%
State Street
9
State Street
Massachusetts
$45.2M +$436K +24,749 +1%
CIP
10
Champlain Investment Partners
Vermont
$44.9M -$2.43M -137,935 -5%
EIP
11
Epoch Investment Partners
New York
$44.8M -$1.37M -78,027 -3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$42.6M -$159K -9,020 -0.4%
Northern Trust
13
Northern Trust
Illinois
$38.1M +$959K +54,436 +3%
BTW
14
Boston Trust Walden
Massachusetts
$17.5M -$45.6K -2,591 -0.3%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$17.1M -$488K -27,696 -3%
Principal Financial Group
16
Principal Financial Group
Iowa
$13M +$371K +21,070 +3%
William Blair Investment Management
17
William Blair Investment Management
Illinois
$12.9M +$3.2M +181,539 +33%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$12.8M +$166K +9,437 +1%
CBB
19
Citizens Business Bank
California
$12.3M +$34.4K +1,805 +0.3%
Public Employees Retirement Association of Colorado
20
Public Employees Retirement Association of Colorado
Colorado
$11.9M – – –
Invesco
21
Invesco
Georgia
$11.7M +$1.73M +98,078 +17%
Norges Bank
22
Norges Bank
Norway
$11.7M – – –
CIP
23
Chartwell Investment Partners
Pennsylvania
$10.6M -$661K -37,525 -6%
WCM
24
Wedge Capital Management
North Carolina
$9.58M -$55.9K -3,172 -0.6%
Ameriprise
25
Ameriprise
Minnesota
$8.97M +$296K +16,784 +3%
1
2 3 4 5